Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.42

+0.9%

Dec 18 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Orion who wrote (76235)	7/27/2001 12:35:35 PM
From: Skeeter Bug	Read Replies (1) of 93625

orion, i appreciate your honesty. many folks don't have that. i hold no position and don't plan on it. here's why... i won't go long b/c the economics of rmbs don't make sense. the fact intel had to be paid to support it was the first sign sign. the second sign was that intel had to pay others billions to begin making it. the third sign is that it is more expensive when folks are happy to trade minimal performance for less bucks. i don't short the bow wow b/c 1. it is starting to get low in price IF intel REALLY pushed rmbs, which they MIGHT do. 2. we've been through the biggest airhead bubble market in the history of the world so folks don't see the obvious, though this risk diminishes daily. if i were FORCED to make a play on rmbs, i'd probably buy some 12 month out call options at a strike of $12.50 and HOPE intel pushes rdram out the door inspite of customer desires. i wouldn't hang around long, though, if my spec paid off. but, i'm not forced to make a play ;-)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next